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Meet the team

Your strategic partners.

Leadership

Akasha
Absher Co-President & Head of
Impact Investing

Ben
Valore-Caplan Co-President

Investment Solutions

Mike
Sebastian Head of Investment Solutions

Robin Meyer,
CFA Director

Jas Chen,
CFA Senior Research Analyst

Matt
Kukla Senior Research Analyst

Eli
Davidoff Research Analyst

Aaron
Thammathi Associate

Consulting
& Investor Relations

Jim Brauer,
CIMA®, CFP‎® Managing Director

Tracey
Nykiel Managing Director,
Lead Consultant

Jonalyn
Denlinger Impact Consultant

Audrey
Stephenson Investor Relations Associate

Operations

Lisa
Inhulsen Administrative Manager

Lynsey
Goldstein Senior Associate Consultant

Dat
Le Senior Associate Consultant

Paige
Bouma Associate Consultant

Alex
Duperret Associate Consultant

Zoe
Moore Associate Consultant